Position in MAIN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$316,468
-$6,588 QoQ
Shares Held
6,100
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#224
of 401 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MAIN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026IAMS WEALTH MANAGEMENT, LLC holds $1,587,320 across 7 Asset Management names. MAIN ranks #1 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAIN |
Main Street Capital CORP
This page
|
6,100 | $316,468 | |
| 2 | PTY |
Pimco Corporate & Income Opportunity Fund
|
22,000 | $264,660 | |
| 3 | PAXS |
PIMCO Access Income Fund
|
17,250 | $250,987 | |
| 4 | PFG |
Principal Financial Group Inc
|
1,993 | $214,805 | |
| 5 | BGT |
Blackrock Floating Rate Income Trust
|
20,000 | $213,200 | |
| 6 | EVV |
Eaton Vance Ltd Duration Income Fund
|
20,000 | $187,400 | |
| 7 | PHK |
Pimco High Income Fund
|
30,000 | $139,800 |
All Filings in MAIN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,468 | 6,100 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $323,056 | 6,100 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $368,379 | 6,100 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $387,899 | 6,100 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $360,510 | 6,100 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $497,728 | 8,800 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $515,504 | 8,800 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $441,232 | 8,800 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $444,312 | 8,800 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||